J.P. Accounting Services

28/01/2026

If You Are Self-Employed or a Business Owner:

✅All income records (1099-NEC, 1099-K, sales reports, invoices)

✅Business bank statements (full year)

✅Credit card statements used for business

✅Expense documentation (rent, utilities, supplies, advertising, software, mileage, etc.)

✅Payroll records (if applicable)

✅Asset purchases (equipment, vehicles, furniture, computers)

✅Estimated tax payment records

✅Prior year tax return

✅Accounting or bookkeeping files (QuickBooks, spreadsheets, or reports)

‼️Important: Clean books equal clean returns. If your records need cleanup, that should be addressed before filing—not during the final hour.

28/01/2026

Documents You Will Need

Below is a preliminary checklist to help you get organized. Not all documents may apply to you.

If You Are an Employee (W-2 Earner):

✅W-2 forms from all employers

✅Government-issued photo ID

✅Social Security numbers for yourself and dependents

✅Last year’s tax return (if you are a new client)

✅1099-INT / 1099-DIV (interest or dividends)

✅1099-R (retirement distributions, if applicable)

✅Childcare expenses and provider information

✅Mortgage interest statement (Form 1098)

✅Student loan interest (Form 1098-E)

✅Health insurance forms (1095-A, B, or C if applicable)

28/01/2026

Scheduling Appointments

Appointments will be scheduled on a first-come, first-served basis. Peak season fills quickly, especially for business owners and self-employed individuals. We strongly recommend securing your appointment as soon as possible.

28/01/2026

Tax season is officially here , and we are now opening our calendar for tax preparation appointments. If you want priority scheduling, faster turnaround, and fewer last-minute issues, the time to act is now.

Early preparation is not optional—it’s a strategic advantage. Clients who prepare ahead of time experience fewer delays, more accurate filings, and better tax outcomes.

26/01/2026

26/01/2026

The Internal Revenue Service today opened the 2026 tax filing season and began accepting and processing federal individual income tax returns for tax year 2025.

We are scheduling Tax filing appointments today.
Slots will fill up quick.

How to schedule an appointment:
•DM “ready to file taxes” and our tax specialist will reach out to you directly.
•schedule directly through Calendar link in bio
•text (951)286-7734 “ready to file taxes “

✅share with family and friends

26/01/2026

The Internal Revenue Service today opened the 2026 tax filing season and began accepting and processing federal individual income tax returns for tax year 2025.

We are scheduling Tax filing appointments today.
Slots will fill up quick.

How to schedule an appointment:
•DM “ready to file taxes” and our tax specialist will reach out to you directly.
•schedule directly through Calendar link in bio
•text (951)286-7734 “ready to file taxes “

✅share with family and friends

10/12/2025

🚨🚨Attention 🚨🚨

Premier Tax & Accounting Academy's decision to resume in May 2026 reflects a keen understanding of the accounting profession's demands, particularly during the hectic tax season. This thoughtful scheduling ensures that accountants can fully engage with the academy's offerings without the added pressure of peak work periods.

Thank you for your patience and understanding.

10/12/2025

Wishing you and your family a Merry Christmas & A Happy New Year.

25/10/2025

✅Empowering Entrepreneurs Through Financial Education

📅 First Session Topic: Bookkeeping Basics — Why Every Business Owner Needs It
Learn the fundamentals of bookkeeping, how to organize your financial records, and why proper bookkeeping is key to your business success.

You’ll walk away with practical knowledge you can immediately apply — no experience required!

Seats are limited.
Reserve your spot today and start building financial confidence one session at a time.